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Innovator Etfs Tr s&p 500 pwretf shares owned by Crown Wealth Group

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwretf (POCT) shares owned by Crown Wealth Group from 13F filings

Historical chart of Crown Wealth Group investment in Innovator Etfs Tr s&p 500 pwretf

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwretf held by Crown Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwretf by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 5.4k 38.95
2024-06-30 $205k 5.4k 38.29
2024-03-31 $201k 5.4k 37.49
2023-12-31 $252k 7.0k 36.12
2023-03-31 $576k 18k 31.63
2022-12-31 $4.3M 142k 30.07
2022-09-30 $3.1M 109k 28.63

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Market (DFUS)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U.s. Tech Etf (IYW)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr India Erngs Fd (EPI)
Amazon (AMZN)

View all positions for Crown Wealth Group

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
Kestra Advisory Services
Advisor Group Holdings
BKD Wealth Advisors
Raymond James Financial Services Advisors
Stephens
Envestnet Asset Management
Motiv8 Investments
Global Strategic Investment Solutions
Captrust Financial Advisors
HighTower Advisors
LPL Financial
BCJ Capital Management

View all funds holding Innovator Etfs Tr s&p 500 pwretf